Relationship Manager Milo Kremer highlights some key considerations for advisors as we head into the new year.
Relationship Manager Milo Kremer highlights some key considerations for advisors as we head into the new year.
Some big takeaways from this video:
- Balancing Personalization and Cost:
Advisors are facing increasing pressure to provide personalized investment recommendations, as clients now expect tailored solutions. However, delivering this level of customization can be resource-intensive, prompting advisors to explore efficient ways to meet client demands without incurring excessive costs. - Navigating ESG Scrutiny:
The heightened focus on ESG and sustainability has made clients more discerning. Many are questioning traditional ESG products and demanding transparency in methodologies. Advisors should ensure their recommendations align with client values in order to foster trust and credibility. - The Power of Asking Questions:
Advisors should proactively initiate conversations about clients' values and how they might align with their investments. Even if clients haven’t expressed interest, asking these questions can uncover new opportunities for engagement and deepen the advisor-client relationship.
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